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Tag: CARES Act

The Basics of the Roth IRA

Mack Bekeza, CFP® As a Certified Financial Planner™, one of the most frequent questions I am asked is, “How does a Roth IRA work?” The Roth IRA can be a powerful tool for retirement planning and is usually one of the first retirement accounts investors establish to save for retirement due to how easy...

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Employee Retention Credit

The Basics of the Employee Retention Credit  By Mack Bekeza, CFP®   As of April 16, 2020, the Payroll Protection Program (PPP) has exhausted its $349 Billion in funding for small businesses. So if you were considering applying for the PPP but were not able to submit your application, what else...

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